Heck Capital Advisors’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Heck Capital Advisors’s Portfolio GOCT Stock Details GOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,514	Closed	-$53K	–	465
2024 Q4	$53K	Buy	1,514 +1,290	+576%	+$45.1K	﹤0.01%	356
2024 Q3	$7.77K	Sell	224 -166,230	-100%	-$5.71M	﹤0.01%	194
2024 Q2	$5.68M	Sell	166,454 -9,212	-5%	-$310K	0.71%	41
2024 Q1	$5.87M	Buy	175,666 +1,721	+1%	+$56.6K	0.9%	36
2023 Q4	$5.63M	Buy	+173,945	New	+$5.48M	0.92%	34

Other funds holding GOCT

HWM

HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Heck Capital Advisors's GOCT Position: Q1 2025 in Review

Heck Capital Advisors sold out of FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q1 2025, closing a stake of 1,514 shares — an estimated $53K sold.

Heck Capital Advisors first reported a position in GOCT in Q4 2023 and held it in 5 quarters. The position peaked at $5.87M in Q1 2024. 78 funds tracked by Wall St. Rank hold GOCT as of Q1 2025.

Heck Capital Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF October position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1,514 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2025, an estimated $53K.
Heck Capital Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and held it in 5 quarters.
Heck Capital Advisors's FT Vest US Equity Moderate Buffer ETF October position peaked at $5.87M in Q1 2024.
78 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.